CX Tip #43: Randomly Call Out to B2B Clients

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CX Tip #43: Randomly Call Out to B2B Clients
(Customer Connectedness)

The law firm Becker and Poliakoff staffs a dedicated client care department and uses those same specially trained employees to proactively contact 2,500 randomly selected clients each year. This continuous feedback process gathers input on the attorney and other service providers involved with the account, along with an open dialogue on how the firm’s professionals are serving them and what the firm could be doing better. Surveys are timed to occur in advance of annual client renewal periods and feedback is provided to both the client relationship manager and practice group leader. These outbound calls have also resulted in the client care team more proactively addressing both minor and major issues. Click for more info

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I'm an experience (XM) management catalyst; helping organizations improve results by engaging the hearts and minds of their employees, customers, and partners. I enjoy researching and speaking about leading-edge XM topics. I lead the Qualtrics XM Institute, which is the world's best job. We're igniting a global community of XM Professionals who are inspired and empowered to radically improve the human experience. To achieve this goal, my team focuses on thought leadership, training, and community building. My work is driven by a set of fundamental beliefs: 1) Everything starts and ends with human beings, so you need to understand how people think, feel, and behave; 2) XM is a discipline that needs to be woven throughout an organization's entire operating fabric; and 3) Building the XM discipline requires a combination of culture, competency, and technology.

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